Pensions Consultant

4 days ago

Croydon, United Kingdom Vitality Full time

**Vitality, Pensions Consultant, Croydon, £Competitive Bonus Benefits**

We’re the UK insurer and investment provider that rewards people for positive lifestyle choices. With 1.25m UK members and more than 25m globally, we’re out to make the world a healthier, happier place.

That applies as much to our people as it does to our members. So, as well as a highly competitive pay package, you’ll enjoy: Free places to Vitality sponsored run events, online fitness classes, and wellbeing workshops, competitions to win tickets to top-flight sporting events, health checks, and access to our full range of partners and rewards.

It’s what we call offering shared value because a healthy, happy team is good for us, good for our members, and good for you.

**As our **Pensions Consultant**, you’ll get the benefits our members enjoy, including**:

- Our award-winning private Vitality Health insurance wellness incentive programme
- Access to The Vitality Programme - Apple Watch, Waitrose and Partners, Garmin, Amazon Prime, Champneys Spa days, Rakuten TV, and half-price gym memberships to name a few
- Personal health fund Life Assurance
- Stakeholder Pension Plan with employer contribution
- 25 days annual leave Bank holidays option to buy and sell 5 more
- Flexible benefits package
- Internal incentives, competitions, and awards - a chance to win football and sports tickets or even be in with a chance to have a holiday of a lifetime
- A genuine opportunity to grow and establish a long-term career

As our **Pensions Consultant **you will be fielding inbound/outbound calls from advisers/BC’s and direct clients as well as taking accountability for a process function including overall team KPIs. You will deliver timely updates both to internal colleagues and key clients as well as build strong relationships with customers, distribution teams and internal colleagues.

**Your accountabilities as our **Pensions Consultant **will include**:

- Take accountability for the success of service in respect of calls into the business. Drive outstanding customer outcomes through high levels of customer service over the phone
- Own a function of the business independently. Manage KPIs by utilising resource in the team, training colleagues to a high standard and managing overall delivery of aligned function
- Possess a willingness to ‘get things over the line’ in a positive manner, display a flexible approach to an ever-changing environment
- Supports the team on key deliverables, demonstrate a willingness to develop an understanding and awareness of both the systems and processes required to deliver a key initiative
- Demonstrates strong communication skills, and forges strong business relationships with adviser firms and all investors by providing timely and accurate in an efficient and professional manner
- Take personal accountability for ensuring tasks are delivered within the required timeframe
- Strong team player who works in a collaborative manner to get things finalised**

**What we’re looking for in our **Pensions Consultant**:

- Experience within an Operational environment
- Customer Service phones experience
- Knowledge of the Financial Services industry and wealth management products including Pensions & ISAs
- Experience in dealing with IFAs
- Ability to understand new processes and adapt to change

**Desirable**
- Financial and/Investment qualifications such as CF1, FA2, IOC, IMC, IAQ etc
- Origo knowledge or similar transfer platforms
- GBST or wealth platform experience
- Noble system/IVR system experience
- Knowledge of Unit Trusts, OIECs, ETFs and equities, etc

Working for **Vitality**, you'll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best.

Our people are chosen for their skills, knowledge, enthusiasm, and attitude but above all, their belief that anything can be achieved.

If you feel you have the skills and experience to become our **Pensions Consultant **then please click ‘apply’ today.

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